| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Haogen Capital Securities Limited | RO | Advising on securities | 2025-04-22 | 2026-01-12 |
| RO | Asset management | 2025-04-22 | 2026-01-12 | |
| RO | Dealing in securities | 2025-04-22 | 2026-01-12 | |
| GEO Securities Limited | RO | Advising on securities | 2023-04-18 | 2024-08-13 |
| RO | Asset management | 2023-04-18 | 2024-08-13 | |
| RO | Dealing in securities | 2023-04-18 | 2024-08-13 | |
| Rep | Asset management | 2023-02-20 | 2023-04-18 | |
| Rep | Dealing in securities | 2023-02-20 | 2023-04-18 | |
| Planetree Asset Management Limited (HK) | Rep | Asset management | 2022-05-24 | 2022-12-30 |
| Planetree Securities Limited | Rep | Dealing in securities | 2022-05-24 | 2022-12-30 |
| Minerva Asset Global Investment Capital Limited | Rep | Asset management | 2018-05-14 | 2021-11-01 |
| Minerva Holding Financial Securities Limited | RO | Providing automated trading services | - | 2003-07-21 |
| RO | Dealing in securities | - | 2021-11-01 |